Franklin Miswa

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Franklin Miswa

Franklin Miswa

@ashawil

HUSBAND,FATHER PASSIONATE ABOUT THINKING AND INVESTING IN AFRICAN BUSINESSES|BIBLIOPHILE|TECHIE@ HEART|SERVANT LEADER cc @ValueVest

kenya Katılım Eylül 2010
1.3K Takip Edilen668 Takipçiler
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Franklin Miswa
Franklin Miswa@ashawil·
Halfway through Bob Iger's book and it is a gem. Highly recommended. A snapshot of relentless pursuit of perfection, diplomacy and humility. Reminds me of Shoe Dog. Expect a thread on excellence soon.
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Mwango Capital
Mwango Capital@MwangoCapital·
Join us on #MwangoSpaces tomorrow as we break down I&M Holdings PLC FY2025 results with CFO David Ngata. —Unpacking earnings drivers, balance sheet shifts, and subsidiary performance —Outlook and strategy heading into 2026 🗓️ Thurs, 26th March ⏰ 8:00 PM EAT Link: 🔗 x.com/i/spaces/1vKpP…
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Franklin Miswa
Franklin Miswa@ashawil·
@SirLeoBDasilva @CFC_OBED Bills to be paid and creator cheques needs to be drawn from X soon. Nothing works best than rage baiting Arsenal fans. Especially during such a low news week.
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Ory Okolloh-Mwangi
Ory Okolloh-Mwangi@kenyanpundit·
There’s no working MRI machine in Kericho County or environs? 👀
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Learn Something
Learn Something@cooltechtipz·
Multiply faster with this trick. 🧠
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Darren
Darren@DarrenArsenal1·
Got a cab yesterday, Ethiopian guy in an Arsenal shirt. He said 140m live in Ethiopia and he thinks 100m support Arsenal. 😀😀😀😀
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Dimitri Dadiomov
Dimitri Dadiomov@dadiomov·
1/ finished reading an amazing biography of Deng Xiaoping. I was looking for something as deeply researched as Robert Caro's biographies of a great leader and, though no one rises to Caro's level of research, this was a fantastic read on the greatest country pivot of all time
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Patrick McKenzie
Patrick McKenzie@patio11·
Doing the reading is a superpower, and it's even better in a world where "no one" is doing the reading. (Inspired by a conversation I had with some college students.)
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Nas
Nas@Nas_tech_AI·
Never Struggle with Fractions Again!😱
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Mwango Capital
Mwango Capital@MwangoCapital·
Eastern and Southern Africa rely on the Middle East for ~75% of fuel supply, with most diesel flowing through the Strait of Hormuz, and are now likely to face a fuel crisis given this dependence. Kenya is particularly exposed after renewing contracts with Aramco, ADNOC, and ENOC, leaving it highly vulnerable to any disruption in Gulf supply. [Source: BBG]
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Franklin Miswa
Franklin Miswa@ashawil·
To quote Balaji. Blowing up Middle East oil infrastructure may trigger the worst economic crisis of our lifetime. Prices spike everywhere. Tech funding evaporates. The only move now: get off oil, fast. The bill comes due for whoever started this.
Mwango Capital@MwangoCapital

Eastern and Southern Africa rely on the Middle East for ~75% of fuel supply, with most diesel flowing through the Strait of Hormuz, and are now likely to face a fuel crisis given this dependence. Kenya is particularly exposed after renewing contracts with Aramco, ADNOC, and ENOC, leaving it highly vulnerable to any disruption in Gulf supply. [Source: BBG]

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Franklin Miswa
Franklin Miswa@ashawil·
TL:DR Blowing up Middle East oil infrastructure may trigger the worst economic crisis of our lifetime. Prices spike everywhere. Tech funding evaporates. The only move now: get off oil, fast. The bill comes due for whoever started this.
Balaji@balajis

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

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Learn Something
Learn Something@cooltechtipz·
The sneaker shop lady revealed an easy trick to tie shoelaces that won't slip open. 👟
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Mark Essien
Mark Essien@markessien·
If the entire middle east oil infrastructure gets blown up, Nigerian oil will be very valuable.
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
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Bill Gurley
Bill Gurley@bgurley·
I fear that AI has decimated the traditional email inbox as we know it. Too many personalized emails slip through spam filter. Hope someone builds a better mousetrap. This one is cooked in its current form.
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Ory Okolloh-Mwangi
Ory Okolloh-Mwangi@kenyanpundit·
In 2022, the biggest segment of unregistered voters were women in the 18-35 age group. Approximately 4 million voters+ Bonge la basket of votes & bigger than any “swing vote”. Girlies do you not have anything to say at the ballot? #TukoKadi
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Scott Willis
Scott Willis@scottjwillis·
Arsenal have won by 2 or more goals 23 times this season. Arsenal have lost by 2 or more goals 0 times this season.
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Rory Sutherland
Rory Sutherland@rorysutherland·
Simple business tip. It doesn't really count as an increase in efficiency if you are making your customer pay the price.
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